Family Office & Private Wealth Management Forum West 2019
Napa Valley Marriott Hotel & Spa, Napa, CA
October 23, 2019 - October 25, 2019
Come and join Opal Financial Group's Annual Family Office & Private Wealth Management Forum - West. Known for the fastest growing population of newly structured family offices in the world, Northern California is largely dominated by first and second-generation families from the Silicon Valley. Investment strategies such as Private Equity, Venture Capital, and Technology will be familiar themes throughout this conference. Investment managers and families will come together to discuss the foundations in which they built their wealth, and uncork the various investment strategies in which to keep their portfolios growing and plentiful. Additional hot topics such as impact investing, alternatives, and the trustee beneficiary relationship, will allow for delegates to sample a diverse blend of palatable subjects while networking amongst a top tier group of private wealth professionals.
To request our current agenda, participant list and sponsors
Current as of
| Keynote Speakers |
Professional Athletes and Family Office Converge to Accelerate Investor Returns and Social Impact
Continuing from the tremendous success and reception from the Opal Family Office Summit in Newport and the Impact Investing & Emerging Managers Conference in NYC, Danny Hughes brings another stellar Professional Athletes panel to inspire and impact the Opal community.
Beyond the on-field and on-court heroics, both active and former Professional Athletes are expanding their talents into business ventures, not-for-profit, and philanthropy. They do this to make a difference, preserve and expand their wealth, and leave a legacy.
Hear first-hand the stories of transitioning beyond the game and learn about their passions, along with the opportunities and relationships they each look to identify and develop with Families, Foundations, Advisors and Innovators.
Wisdom will be shared about how best to engage and leverage the Professional Athlete and their untapped brand and “influence capital” to support new ventures, social impact initiatives and philanthropic endeavors.
Moderator
Daniel Hughes, Partner/Co-Founder, LOHAS Advisors, Creator, Athletes Influence
Panelists
Antonio Davis, Former NBA All-Star/Past President of NBAPA (Player's Association), Active Impact Investor and Social Entrepreneur Sheryl Grant, CEO, Sheryl Grant Enterprises, LLC Devean George, Former NBA, 3X NBA Champion Los Angeles Lakers, CEO, George Group North and Building Blocks Brent Wright, Former Professional Basketball, 9-time European Champion, Founder, B Wright Leadership Academy |
| Keynote Speaker |
Keynote Presentation
Human Centered Design in the Age of Artificial Intelligence and Commercial Space
Presented by
Daniel S. Goldin, President, Cold Canyon AI, Former Administrator, NASA |
| Keynote Speaker |
Keynote Presentation
A New Global Agenda: Priorities, Practices, & Pathways Diana Ayton-Shenker, CEO & Founder, Global Momenta, Global Catalyst Senior Fellow, The New School, CEO, Leonardo, the International Society of Arts, Sciences & Technology (ISAST) |
| Keynote Speaker |
Keynote Presentation
Breaking Genius to Create the Future You Deserve John Krubski, Founding Director, Institute for Applied Decisional Sciences |
| Speakers |
Bill Angove, California State Manager & Senior Vice President, Asset Preservation, Inc. (API) Susan R. Schoenfeld, CEO and Founder, Wealth Legacy Advisors LLC Steven Van Houten, Chief Operating Officer & Chief Financial Officer, Rancon Group John Troughton, Vice President, Brokerage, Kennedy Wilson Tracy Gallegos, Partner, Duane Morris LLP Gordon Short, Managing Director, GBX Group LLC Kamil Homsi, Founder/CEO, GRC Investments Group (Dubai) (SFO) Ovie Mughelli, MBA, NFL Pro Bowler, EcoAthlete | OMFGreen.org Ricky Novak, Co-Managing Partner, The Strategic Group of Companies Craig Philips, President, Kineta, Inc. Ronen Schwartzman, Chief Investment Officer, Cooper Family Office (SFO) Stacey Boyd, Founder & CEO, Olivela James Sowers, Executive Director, Sowers Family Investments (SFO) / Greater Good Society Stephen Colavito, Jr., Managing Director Chief Market Strategist, Lakeview Capital Partners Jill Creager, Founder & CEO, Providence Family Offices (MFO) / iPaladin, LLC Masika Mughelli, Executive Director/ Program Development, OMFGreen.org Caitlin Cameron, Chair and CEO, OtoNexus Medical Technologies Inc. Skip Coomber, President, Coomber Family Estates (SFO), Dragon Trust Family Howard Cooper, Chief Executive Officer, Cooper Family Office (SFO) Cian Desmond, AVP | Wilshire Alternatives Research, Wilshire Associates Incorporated Joseph Ehrlich, President, Owens Group Insurance Thomas J. Handler, J.D., P.C., Partner & Chairman of Advanced Planning and Family Office Practice Group, Handler Thayer, LLP Thomas J. Haug, CEO, Managing Member, Aspen Tree Advisory Christopher Henderson, Chief Investment Officer, Myrtlewood Capital (SFO) Richard Hokenson, Founder, Hokenson Demographics William Lappas, Managing Director, Woodbridge Capital Partners LLC (SFO) Brandon Laughren, Chief Investment Officer, The Laughren Group (SFO) Carol Pepper, CEO & Founder, Pepper International LLC (MFO) Michael Pompian, Founder and Chief Investment Officer, Sunpointe Investments (MFO) Elisabeth Préfontaine, Founder, Octonomics Biff Pusey, Jr., JD, Partner, Kimble Advisory (MFO) David Ranson, President, Directory of Research, HCWE & Co. Paul Rabinovitch, Principal of Real Estate, New Island Capital (SFO) Arthur Salzer, Chief Executive Officer & Chief Investment Officer, Northland Wealth Management (MFO) Michael Ashley Schulman, CFA, Consultant, Managing Director, Partner, Senior Portfolio Manager, Hollencrest Capital Management (MFO) Brian Sewell, Founder, Rockwell Capital Management (SFO) Don Shannon, Director, StepStone Group DJ Van Keuren, VP of Family Office Capital, Hayman Family Office (SFO) Phillip Vitale, Chief Executive Officer, Evolytical LLC Michael Wagner, Director of Fixed Income, Tolleson Wealth Management (MFO) Chris Walters, Principal, Lighthouse Advisory Meg Epstein, Founder, CEO, CA South Bruce Mullen, President & CEO, Jusu Companies Jerry Olynuk, Sr. Vice President & Portfolio Manager, Northland Wealth Management Donald Plotsky, Co-Founder/Managing Member, Uinta Investment Partners, LLC Patrick Briaud, Head of Impact Investing, Rockefeller Philanthropy Advisors, Inc. Dory A. Wiley, President & CEO, Commerce Street Investments Management Matthew Ricciardella, Managing Partner, Crystal View Capital Douglas P. Harmon, Managing Director, Arden Credit Fund Amy Brodsky, Founding Partner, Sky Partners, LLC Mark Anderson, CEO, Pattern Computer Nick Marrietti, Managing Director, Real Estate, Cresset Partners Tal Schwartz, Founder & CEO, Actualize Capital Pouya Taaghol, PhD, Chief Executive Officer & Founder, Big Data Federation, Inc. Daisy Medici, Managing Director of Governance and Education, Genspring SunTrust Private Wealth (MFO) Jonathan Miller, President & CEO, Parsonex Capital Partners, LLC Bryan Mick, President, Mick Law P.C. Randell Young, Finance Advisor, TouchJet Richard Jhang, Chief Executive Officer, StratMinds Michael Gruber, Managing Partner, Salveo Capital Douglas Evans, Senior Managing Director, Abbot Downing (MFO) Steven Cohen, CIO, CBM Investment Management (MFO) Lonnie Gienger, CEO, Wilkinson Family of Companies Joseph Toms, President and Chief Investment Officer, Freedom Financial Asset Management Maryann Fernandez, Strategic Consultant to Families, Family Offices and Private Foundations, Co-Founder & Managing Director, Shaking the Tree Interactive Productions Jonathan Penner, Walking Time Bomb Monica Morton, President, Investigator, Consultant, K.N.O.W. LLC Dan Farrell, Chairman & CEO, Privos Capital (MFO) Sally Burns, Vice President, Veritas Family Partners (SFO) David Robb, Managing Director, Frontier Group (SFO) Nathan McDonald, Managing Director and CEO, Keiretsu Capital Kent Yan, CEO, TraDove Randy Hubbell, President and CEO, Carmell Therapeutics Jonathan Miles, Managing Director, Investment Consulting, Ascent Private Capital Management of U.S. Bank (MFO) Kelly Smith, CEO and Managing Principal, Certis Capital Management Inc. (MFO) Bill Bracamontes, Managing Director, Wilshire Private Markets Dean Rubino, President, Kelly Park Capital Terrapin Group Dory Wiley, President & CEO, Commerce Street Investment Management Andrew Mehalko, Partner, Co-Chief Investment Officer, Forbes Family Trust (MFO) Jeffrey Fulk, Managing Director, Investment Management, Alvarium Investment Managers (US), LLC (MFO) Kaushal Amin, Director, Ascent Private Capital Management of U.S. Bank (MFO) Steve Van Houten, Chief Operating Officer & Chief Financial Officer, Rancon Group Thomas Haug, CEO, Managing Member, Aspen Tree Advisory Korey Bauer, Chief Investment Officer – Managing Director, Foothill Capital Management, LLC Richard Smith, Vice President, Private Wealth Partners, CIM Group Abigail Laufer, CEO, Ferguson Family Office (SFO) Allen Latta, Managing Director, Campton Private Equity Advisors Tony Wang, Managing Partner, 500 start-ups Sophie Durey, Co-Founder, UMANA (MFO) Douglas Harmon, Managing Director - Arden Credit Fund, Arden Group Chris Ricciardi, CEO & Co-Founder, edly ISA Marketplace Ron Diamond, CEO, Diamond Wealth Strategies Theodore Kokas, Chief Investment Officer, EverWatch Financial Inc (SFO) Vasco Noya di Lannoy, Investment Executive, Sage Group Partners (SFO) Erik Landsness, Chief Executive Officer, TAMCAP (SFO) Sandip Bhagat, Chief Investment Officer, Whittier Trust Company (MFO) Rhona Vogel, CEO & Founder, Vogel Consulting (MFO) Sasha Bernier, Senior VP/Investment Committee, Cheltenham Investments (SFO) Sean Davatgar, Principal, Dava Capital (SFO) Damian Scavo, CEO, First Quant |
| Rooms | Rates |
|---|---|
| Single | - Sold Out - |
| Double/Double | - Sold Out - |
Recommended alternative hotels are below:
Hilton Garden Inn Napa – Right next door
3585 Solano Ave., Napa, CA 94558
– – –
Embassy Suites by Hilton Napa Valley – 7 mins away
1075 California Blvd., Napa, CA 94559
– – –
Candlelight Inn Napa Valley – 7 mins away
1045 Easum Dr., Napa, CA 94558
Registration Pricing
| Standard Rate | |
|---|---|
| Fund Managers/Service Providers | $2,895 |
| Plan Sponsors, Pension Trustee & Staff, Non-Discretionary Consultants, True End Only Family Offices, Endowments, and Foundations can be verified for complimentary access | Complimentary* |
*Subject to Opal Group’s verification and approval. Only individuals who are solely investing on their own behalf can be verified for a complimentary pass. Solution Providers or Fund Providers to third parties will not be able to receive complimentary access. As investment portfolios/strategies are constantly changing, we reserve the right to re- verify past delegates for future complimentary passes.
- Academics Specializing in Family Businesses
- Accountants
- Alternative Lending Managers
- Angel Investors
- Asset Protection Specialists
- Attorneys
- Back Office Outsourcing Providers
- Blockchain Specialist
- Cannabis Managers
- Consultants
- Cryptocurrency managers
- Donor Advised Funds
- Emerging Managers
- Endowments
- Energy (oil, gas, cleantech) Managers
- Equity Managers
- ESG/SRI/ Impact Investment Managers
- Estate Planners
- Family Business Experts
- Family Offices (Single and Multi)
- Financial Planners
- Fintech companies
- Fixed income managers
- Foundations
- Fund of Funds
- Hedge Funds
- Insurance Companies
- Long-Term Care Specialists
- Luxury Companies — Private Jets, Automotive, Executive Car Service, etc.
- Outsourced CIO/CFO
- Philanthropy Specialists
- Private Debt Managers
- Private Equity
- Real Asset Mangers
- Real Estate Managers
- RIAs
- Risk Managers
- Start-Up Companies
- Succession and Generational Wealth Planners
- Tax Efficient Portfolio Managers
- Tax Planners
- Trust Companies
- Venture Capitalists
